Ridgewood Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Ridgewood Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$442,560
-6.3%
7,747
-0.0%
0.29%
+8.2%
Q2 2023$472,135
+27.7%
7,748
+20.6%
0.27%
+18.6%
Q1 2023$369,824
+15.6%
6,425
+8.3%
0.23%
-0.4%
Q4 2022$319,779
+25.4%
5,935
+17.3%
0.23%
+7.1%
Q3 2022$255,0005,0590.21%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders